Employment Type:
Hybrid (4 days in office)
Hours:
Monday – Friday, 9:00 AM – 5:00 PM
Experience Level:
Early stage
About Wealth99
Wealth99 is an Australian fintech company pioneering the emerging sector of
Crypto-Wealth
. Founded in ****, we are building the next generation of digital wealth solutions by making crypto investing more secure, easy, and accessible for everyday investors.
Our mission is to bridge the gap between traditional wealth management and the future of digital assets — helping Australians confidently participate in this rapidly evolving industry.
We are looking for a motivated and curious
Customer Success & Operations Associate
to join our Sydney team and play a key role in supporting our growing client community.
This is an opportunity to gain hands‐on experience across
Customer Success, Operations, Compliance, Product, Marketing Technology, and AI
, while working closely with experienced leaders in a fast-moving fintech environment.
This role is ideal for someone who wants more than a traditional graduate job — someone who wants exposure, responsibility, and the opportunity to build valuable skills from day one.
The Opportunity
As our Graduate Customer Success & Operations Associate, you will be the frontline connection between Wealth99 and our clients.
You will help deliver an exceptional customer experience while gaining exposure to how a high‐growth fintech business operates behind the scenes.
Working alongside senior team members, you will develop expertise across client relationships, compliance processes, digital platforms, automation, AI tools, and business operations.
This role provides a strong foundation for future career pathways across:
Customer Success & Client Experience
Operations
Compliance
Product
Marketing Technology
Growth & Partnerships
Key Responsibilities
Customer Success & Client Experience
Support clients through email, ticketing systems, and phone conversations with professionalism and care.
Assist customers with account enquiries, platform questions, and general support requests.
Build strong relationships by providing clear, timely,



and accurate communication.
Identify customer feedback and insights to help improve the Wealth99 experience.
Client Onboarding & Compliance
Guide clients through account setup and verification processes.
Assist with KYC/KYB procedures while maintaining high standards of accuracy and security.
Support compliance processes in line with Australian regulatory requirements.
Operations & Technology
Manage and maintain customer information across platforms including HubSpot, Zoom, and Eventbrite.
Support reporting, data accuracy, and internal processes.
Assist with testing new platform features before launch.
Learn and apply emerging AI tools and marketing technologies to improve workflows.
Cross-Functional Collaboration
Work closely with teams across Marketing, Product, Compliance, Operations, and Sales.
Share customer insights to help improve products, processes, and business decisions.
Contribute ideas in a collaborative, entrepreneurial workplace.
Who You Are
We are looking for someone with the right attitude, curiosity, and ambition. Experience is valuable, but we care most about your willingness to learn and your ability to communicate effectively.
This role would suit:
A recent university graduate looking to launch their career in fintech.
Someone early in their career who wants broader exposure than a traditional customer service role.
A highly organised, proactive person who enjoys solving problems and learning new technology.
We are looking for someone with the right attitude, curiosity, and ambition. Experience is valuable, but we care most about your willingness to learn and your ability to communicate effectively.
This role would suit:
A recent university graduate looking to launch their career in fintech.




Someone early in their career who wants broader exposure than a traditional customer service role.
A highly organised, proactive person who enjoys solving problems and learning new technology.
Requirments
Education
Completed tertiary qualification (Bachelor degree preferred).
Communication
Excellent written and verbal communication skills.
Ability to explain complex information clearly and professionally.
Work Rights
Full Australian working rights required.
Please note: this role is not eligible for visa sponsorship.
Availability
Ability to work full-time, Monday–Friday, 9:00 AM–5:00 PM.
This is an office-based role in our Sydney CBD location.
Technology
Comfortable learning new software platforms and digital tools.
Experience with CRM platforms, HubSpot, ticketing systems, or automation tools is advantageous but not essential.
Attention to Detail
Strong organisation skills with the ability to manage customer information, documentation, and compliance processes accurately.
Why Join Wealth99?
Build a Career in Fintech
Gain practical experience in one of the fastest-growing areas of financial technology and develop skills that will be valuable across multiple industries.
Work Closely With an Experienced Leaders
You won't be another number. You'll have direct exposure to senior team members and the opportunity to learn how a growing fintech business operates.
We believe in developing our people. This role provides opportunities to grow into areas including:
Customer Success Management
Operations
Product
Compliance
Marketing Technology
Growth
Learn Future-Focused Skills
Gain experience with emerging technologies including AI, automation, CRM platforms, and digital asset infrastructure.
Join a Agile Sydney Team
Work from our Sydney CBD office alongside a collaborative team in a vibrant coworking environment where ideas, innovation, and learning are encouraged.
Wealth99 is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive workplace where everyone can contribute and succeed.
#J-*****-Ljbffr

📌 Customer Success Associate (New South Wales)
🏢 Wealth99
📍 New South Wales